About Lee Rowell
Strategic project management leader with 20+ years delivering enterprise-wide transformations, technology implementations, and compliance excellence in financial services and FinTech environments. Expert in hybrid project methodologies combining agile and waterfall approaches to manage complex portfolios, M&A integrations, and large-scale system conversions. Proven track record achieving 80% cycle time reductions, 20% decrease in enterprise issues, and consistent on-time delivery through AI-enabled automation and data-driven decision making. Skilled in leading cross-functional teams, managing Board and C-level stakeholder relationships, and driving sustainable business results across OCC, Federal Reserve, and FDIC regulated institutions.
Hands-on leader driving digital transformation and measurable business impact through:
Digital Transformation & Automation: Reduced loan origination cycle times by 80% through AI-powered automation and system optimization, delivering $2M+ in annual operational savings across enterprise lending operations.
M&A Integration & Change Leadership: Led enterprise-wide due diligence and integration across $25M+ acquisitions, orchestrating cross-functional teams of 20+ professionals to align IT, operations, compliance, and financial controls with evolving regulatory requirements.
Enterprise Technology Implementation: Delivered $4M+ system conversions and banking technology transformations managing portfolios of 8+ concurrent initiatives, achieving 95%+ on-time delivery with measurable ROI and operational efficiency gains.
CORE COMPETENCIES
Project Management Excellence
Project & Program Management | Portfolio Management ($10 - $50M+) | Hybrid Agile-Waterfall Methodologies | Implementation & Integration Management | Cross-Functional Team Leadership | Strategic Planning & Business Alignment | Change Management & Organization Transformation
Digital Transformation & Emerging Technologies
AI-Powered Project Management & Automation | Data-driven Decision Making & Analytics | Digital Transformation Leadership | Predictive Risk Analytics | Process Automation & Optimization | Cloud-Based System Integration | ESG Integration & Sustainability Planning
Financial Services & Technology Expertise
M&A Due Diligence & Integration | Lending Operations & System Conversions | SaaS & LaaS Implementation | Core Banking System Transformations | FinTech Product Development | Stakeholder & Vendor Management
TECHNICAL PROFICIENCIES
Enterprise Project Management
Microsoft Project | JIRA | Smartsheet | Asana | monday.com | Rally | Confluence | Trello | ClickUp | Basecamp
Data & Analytics
Excel (Advanced) | GitHub | Docker | CI/CD Tools | TestRail
Banking & Financial Systems
nCino | ACBS | AFS | LoanIQ | Jack Henry | Fiserv | Sageworks | NetSuite | SAP | CALMS
CRM & Service Management
Salesforce | ServiceNow | HubSpot
Collaboration & Communication
MS Teams | Slack | Zoom | SharePoint | Google Suite | MS Office | Miro
Design & Documentation
Figma | LucidChart | Confluence | Visio
EDUCATION
Bachelor of Science (BS), Psychology | Evangel University, Springfield, MO, 1997
Operational Risk Management Certificate | American Bankers Association, 2023
Lending Compliance Certificate | American Bankers Association, 2023
Risk Management Frameworks Certificate| American Bankers Association, 2025
CERTIFICATIONS
Project Management Professional (PMI-PMP) | Project Management Institute, 2007
Six Sigma Green Belt | Bank of America, 2006
Certified Professional in Managing AI (PM-CPMAI) | Project Management Institute, on schedule for December 2025
